Marketing Plan

Synopsis

Do you know which marketing channels and campaigns give you the best returns? Our Marketing Plan, available for Microsoft Excel and Google Sheets, lets you track Conversion Rate (CR), Return on Investment (ROI), and Return on Ad Spent (ROAS) for each campaign and channel invested. With dashboards and reports available in monthly, quarterly, and annual views, you can monitor the performance of paid and organic content for up to 5 years. The template also calculates the customer lifetime value (LTV) and customer acquisition cost (CAC) across four different plans offered by the company.

With this template, you'll be able to identify your business's most profitable marketing channels and top-performing campaigns. You will also know how to reallocate and optimize investments in publicities that provide the highest ROI and ROAS, helping to increase ad revenue. Additionally, you can compare campaign results and spot patterns that increase users and sales to improve your marketing team's effectiveness in future projects.

Content

Compare organic versus campaign returns

Track the performance of organic content versus up to ten different paid campaigns in your business. The template lets you track and compare impressions, clicks, free vs. paid users, and associated revenues and expenses. This helps you understand the impact of organic and paid efforts on revenue from new leads. Additionally, it's possible to see if your campaign investments outperform organic results to adjust strategies as needed.

Compare the different performances through reports or dashboard graphs, with filters to focus on specific campaigns or marketing channels like Google or Instagram. You can also analyze all combined campaigns and channels. This way, you'll know exactly where it's worth investing and where organic results outperform the paid returns.

Analyze marketing performance

Generate monthly, quarterly, and annual reports

The Marketing Plan automatically generates monthly, quarterly, and annual reports, which you can filter by specific marketing channels or individual campaigns. These reports include a 5-year projection, detailing total interactions from both organic and paid efforts, along with related expenses and returns. Any changes in the monthly view update across all reports.

You can track Return on Investment (ROI) and Return on Ad Spent (ROAS) over time and see how they vary. The reports also summarize total impressions, clicks, conversions, costs, and earnings per interaction. Plus, the template lets you export these reports to PDF to share and distribute as needed.

Analyze channels and campaigns in a dashboard

Analyze the performance of each invested campaign and marketing channel using dashboard charts to compare the results better. Performance metrics include interactions obtained, cost versus earnings per interaction, and actual returns, including Conversion Rate (CR), Return on Investment (ROI), and Return on Ad Spend (ROAS). These calculations are presented both overall and by each channel.

You can compare different channels side by side for each metric, helping to identify which ones drive the most revenue and which may need reallocation or optimization. Filters allow you to select specific months or view cumulative results up to the present day, providing a real-time overview of your marketing performance. Like the reports, the dashboard can be easily exported and shared.

Evaluate your business's CAC and LTV

The Marketing Plan automatically calculates the Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC) using your campaigns' costs, revenues, and new users obtained. It also summarizes the active users, churn rate, and Average Revenue Per User (ARPU). These calculations, projected monthly over five years, help understand the sustainability of your marketing strategies.

Additionally, the template generates graphs to clearly show trends and variations over time regarding LTV and CAC. Plus, it categorizes the analysis by free users, paid users, and two extra customizable plans. This lets you see your business's overall LTV and CAC, compare different plans, and track their progress and projections.

Understand the marketing plan

Get a clear view of all the metrics calculated by the template. The Marketing Plan includes a summary and visual diagrams to show how campaign data is used to derive performance metrics. It also explains the significance of each metric for evaluating your company's performance and how they indicate the success of your strategies.

The summary covers key metrics like Return on Investment (ROI) and Return on Ad Spend (ROAS), along with conversion metrics from impressions, clicks, and new users. This ensures you can use the template confidently to make optimized analyses.

Conclusion

Use the Marketing Plan Template to maximize your marketing campaigns and channels. Track organic and paid performance, gain insights with dashboards and automated reports, and make informed decisions to boost ROI and ROAS and grow your business. This template equips you with all the tools needed for strategic and effective marketing management.